Mayflower Financial Advisors, LLC Portfolio Holdings

Mayflower Financial Advisors, LLC

  • $680 Million
  • Q2 2025

Mayflower Financial Advisors, LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $680 Million distributed in 390 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $36.7M, Spdr Portfolio S&P 500 ETF (Ma with a value of $22.4M, Microsoft Corp with a value of $21.1M, Ishares Msci Usa Quality Facto with a value of $21M, and Apple Inc. with a value of $17.8M.

Examining the 13F form we can see an increase of $51.9M in the current position value, from $628M to 680M.

Below you can find more details about Mayflower Financial Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $680 Million
ETFs: $395 Million
Technology: $85.8 Million
Financial Services: $50.5 Million
Consumer Cyclical: $29.5 Million
Industrials: $26.6 Million
Healthcare: $25.6 Million
Communication Services: $23.3 Million
Consumer Defensive: $19.1 Million
Other: $23.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$3.31 Million 0.49% of portfolio
11,817
Q2 2025 Reduced 1.88%
$0
$3.19 Million 0.47% of portfolio
14,805
Q2 2025 Reduced 1.54%
$302B
$3.2 Million 0.47% of portfolio
22,362
Q2 2025 Added 3.93%
$0
$3.01 Million 0.44% of portfolio
44,714
Q2 2025 Added 0.24%
$351B
$2.91 Million 0.43% of portfolio
15,684
Q2 2025 Reduced 0.32%
$0
$2.95 Million 0.43% of portfolio
25,184
Q2 2025 Added 0.62%
$0
$2.87 Million 0.42% of portfolio
21,235
Q2 2025 Added 5.45%
$548B
$2.81 Million 0.41% of portfolio
5,009
Q2 2025 Added 1.68%
$368B
$2.77 Million 0.41% of portfolio
17,365
Q2 2025 Added 2.09%
$0
$2.74 Million 0.4% of portfolio
53,727
Q2 2025 New
$442B
$2.74 Million 0.4% of portfolio
25,427
Q2 2025 Reduced 2.92%
$217B
$2.73 Million 0.4% of portfolio
472
Q2 2025 Added 0.21%
$0
$2.66 Million 0.39% of portfolio
14,585
Q2 2025 Reduced 0.33%
$381B
$2.55 Million 0.38% of portfolio
53,953
Q2 2025 Reduced 4.1%
$572M
$2.58 Million 0.38% of portfolio
377,821
Q2 2025 Added 5.51%
$608B
$2.59 Million 0.38% of portfolio
3,328
Q2 2025 Added 4.88%
$261B
$2.46 Million 0.36% of portfolio
13,520
Q2 2025 Reduced 3.88%
$0
$2.43 Million 0.36% of portfolio
21,583
Q2 2025 Added 11.55%
$0
$2.37 Million 0.35% of portfolio
6,982
Q2 2025 Added 1.32%
$229B
$2.33 Million 0.34% of portfolio
17,132
Q2 2025 Reduced 1.13%
$452B
$2.28 Million 0.34% of portfolio
14,959
Q2 2025 Reduced 2.08%
$0
$2.15 Million 0.32% of portfolio
35,294
Q2 2025 Reduced 1.38%
$99.2B
$2.17 Million 0.32% of portfolio
7,880
Q2 2025 Added 0.31%
$229B
$2.18 Million 0.32% of portfolio
14,947
Q2 2025 Reduced 1.97%
$210B
$2.14 Million 0.31% of portfolio
7,257
Q2 2025 Added 3.04%
$1.08T
$2.01 Million 0.3% of portfolio
6,316
Q2 2025 Added 10.25%
$0
$2.05 Million 0.3% of portfolio
29,674
Q2 2025 Reduced 0.87%
$0
$2.01 Million 0.3% of portfolio
14,849
Q2 2025 Reduced 2.06%
$0
$2.05 Million 0.3% of portfolio
62,342
Q2 2025 Added 33.37%
$0
$2.01 Million 0.3% of portfolio
35,791
Q2 2025 Added 5.06%
$9.76B
$1.95 Million 0.29% of portfolio
29,732
Q2 2025 Reduced 17.84%
$0
$2 Million 0.29% of portfolio
15,051
Q2 2025 Reduced 0.02%
$405B
$1.94 Million 0.29% of portfolio
5,295
Q2 2025 Added 2.78%
$293B
$1.96 Million 0.29% of portfolio
28,283
Q2 2025 Reduced 2.21%
$0
$1.88 Million 0.28% of portfolio
23,686
Q2 2025 Added 2.38%
$0
$1.94 Million 0.28% of portfolio
43,329
Q2 2025 Reduced 49.21%
$439B
$1.91 Million 0.28% of portfolio
1,930
Q2 2025 Added 1.05%
$155B
$1.84 Million 0.27% of portfolio
14,925
Q2 2025 Added 2.65%
$0
$1.86 Million 0.27% of portfolio
22,416
Q2 2025 Reduced 1.01%
$0
$1.81 Million 0.27% of portfolio
31,834
Q2 2025 Reduced 2.56%
$0
$1.8 Million 0.26% of portfolio
71,347
Q2 2025 Added 4.18%
$306B
$1.78 Million 0.26% of portfolio
25,145
Q2 2025 Added 7.04%
$76B
$1.72 Million 0.25% of portfolio
16,956
Q2 2025 Added 2.16%
$142B
$1.7 Million 0.25% of portfolio
4,304
Q2 2025 Reduced 2.49%
$0
$1.73 Million 0.25% of portfolio
22,900
Q2 2025 Added 6.33%
$0
$1.6 Million 0.24% of portfolio
25,493
Q2 2025 Reduced 5.03%
$0
$1.66 Million 0.24% of portfolio
18,563
Q2 2025 Reduced 21.93%
$245B
$1.64 Million 0.24% of portfolio
5,259
Q2 2025 Added 29.06%
$684B
$1.57 Million 0.23% of portfolio
7,173
Q2 2025 Reduced 3.95%

Summary

  • Portfolio
  • No. of Stocks 390
  • Current Value $680 Million
  • Prior Value $628 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 27 stocks
  • Additional Purchases 157 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 167 stocks
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